Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Who’s Kidding Whom? Dangers of Living in a Bubble
By Kenneth SilberIn politics and markets alike, its easy to fool yourself. Winner of 2014 Excellence in Financial Journalism Award from New York State Society of CPAs.
February 21, 2013
NC House panel approves ending 'death' taxLegislation to repeal the state's estate tax will now advance to the appropriations committee.
February 21, 2013
Trusts and LLCs: Smart Ways to Transfer Wealth and Risk, but Mind the DetailsThere are many intelligent reasons to transfer high-value assets to a trust or LLC, but theres a devil lurking in the details, specifically the insurance considerations.
February 20, 2013
5 Wacky Tax Deduction Ideas (and Why They Might Work)Rachel Louise Ensign helpfully rounds up some of the oddest tax deduction attempts and explains why some work and some dont.
February 20, 2013
Many Affluent Investors Unaware of How Tax Changes Could Hurt ThemAffluent investors understanding of tax-advantaged investments, like annuities, life insurance and 401(k)'s, varies among demographic groupswith big differences between men and womenaccording to a Nationwide poll.
February 19, 2013
Obama Blasts ‘Meat Cleaver’ Cuts as Simpson, Bowles Release New PlanWith little time left until the $85 billion in sequestration cuts take effect, President Barack Obama urged lawmakers Tuesday to avert the brutal cuts.
February 15, 2013
Is Financial Planning Becoming Commoditized? Pt. 2, the OutlookThe pressure is on for those who are masquerading as financial advisors without really providing valuable financial planning advice.
February 15, 2013
Financial Crisis’s Pricetag Could Top $10 Trillion: GAOLosses incurred by the financial crisis of 2007-'09 could exceed $10 trillion, and the effects could linger for years to come, according to a just-released report by the Government Accountability Office.